Microsoft Dynamics CRM
Microsoft Dynamics CRM


Integration with Microsoft Office System applications enhances productivity. For example, integration with Office Outlook allows sales people to access full sales functionality while using their favorite communication and productivity tool, regardless of location, so they remain fully informed about customers at all times. In addition, employees can export data into Microsoft Office Excel for further data analysis and create and print communications materials, such as sales promotions and direct marketing letters, using Microsoft Office Word.

The Sales Module supports your sales team at every stage of the sales cycle, from leads and opportunities management to fulfillment and invoicing:
Complete customer view and activity management: View and manage account activity, customer history, calendar, and communications, including phone, fax, and e-mail.
Outlook synchronization: Access full sales functionality either online or offline from Outlook.
Reports: Use or customize a wide range of reports to forecast sales, measure business activity, and identify trends.
Opportunity management: Qualify leads and track opportunities separately from customers through the sales cycle.
Workflow rules: Use or customize automated business processes for leads routing, opportunity tracking, and pipeline management.
Information sharing: Centralized data storage and integration capabilities make it easy to access, update, and share consistent, current information across teams and departments.
Order management: Automatically update orders with product catalogues, quotes, and invoices.

  • Quotas: Measure sales against individual employee goals.
  • Direct e-mail: Customize templates and use Mail Merge from Microsoft Word to send e-mail to targeted groups.
  • Sales library: Create and maintain a searchable library of sales and marketing literature.
The Customer Service Module helps customer service representatives deliver stronger, more consistent and efficient support, with the following features:
Case management: Create and assign cases for customer service requests and manage those cases from creation to resolution.

Activity management: View and update calendar, workload, and records.

Routing and queuing: Use workflow rules to automatically route service requests and cases to appropriate resources for resolution or reassignment.

Searchable knowledgebase: Easily create and update a library of articles and FAQs.

Contracts: Create, update, and manage contracts.

E-mail auto-response: Use customizable templates and send automated responses to customer requests.

The Marketing Module enhances the efficiency of your marketing engine:
List creation: Create and manage lists of accounts, contacts, and leads, or import lists from other sources.

Quick campaign: Create phone call, e-mail, and appointment activities for later execution, send bulk mail-merged e-mailings, and create mail-merged letters and faxes.

Campaign management: Execute a campaign, including planning tasks, marketing lists, follow-up activities, supporting literature, and cost and revenue goals.

Opportunity management: Assign tasks to different staff members, import leads, convert leads to opportunities, view costs, and results.